Best Investors Account Sign in
Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-04-15
  • CA RA
    APPROVED
    Since 2026-04-15

Branch Locations

Cypress, CA • United States

4707 Executive Dr, San Diego, CA 92121-3091 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cetera Advisor Networks Llc El Segundo CA 10/2014 11/2025
Cetera Advisors Llc Denver CO 02/2016 11/2025
Cetera Financial Specialists Llc Schaumburg IL 02/2016 11/2025
Cetera Investment Services Llc St. Cloud MN 02/2016 11/2025
First Allied Securities, Inc. San Diego CA 05/2016 09/2022
Summit Brokerage Services, Inc. Boca Raton FL 05/2016 11/2025
Cetera Investment Advisers Llc Schaumburg IL 06/2023 11/2025
Meeder Advisory Services, Inc. Dublin OH 11/2025 04/2026
Lpl Financial Llc San Diego CA 04/2026 Present
  • 10/2014 → 11/2025
    Cetera Advisor Networks Llc
    El Segundo, CA
  • 02/2016 → 11/2025
    Cetera Advisors Llc
    Denver, CO
  • 02/2016 → 11/2025
    Cetera Financial Specialists Llc
    Schaumburg, IL
  • 02/2016 → 11/2025
    Cetera Investment Services Llc
    St. Cloud, MN
  • 05/2016 → 09/2022
    First Allied Securities, Inc.
    San Diego, CA
  • 05/2016 → 11/2025
    Summit Brokerage Services, Inc.
    Boca Raton, FL
  • 06/2023 → 11/2025
    Schaumburg, IL
  • 11/2025 → 04/2026
    Dublin, OH
  • 04/2026 → Present
    San Diego, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-11-16
S63 Uniform Securities Agent State Law Examination 1998-06-23
  • S66 Uniform Combined State Law Examination
    2015-11-16
  • S63 Uniform Securities Agent State Law Examination
    1998-06-23
Other Names
  • Amy Jill Katepalli

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Cypress, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor